JA

JOYN Advisors Portfolio holdings

AUM $300M
1-Year Est. Return 14.91%
This Quarter Est. Return
1 Year Est. Return
-14.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
+$454K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,995
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$3.38M
3
+$3.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$3.25M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.33M

Top Sells

1
+$7.46M
2
+$6.92M
3
+$6.69M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.45M

Sector Composition

1 Financials 3.85%
2 Technology 3.23%
3 Industrials 2.56%
4 Consumer Discretionary 2.04%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$8K ﹤0.01%
375
+367
977
$8K ﹤0.01%
57
+38
978
$8K ﹤0.01%
320
-423
979
$8K ﹤0.01%
+634
980
$8K ﹤0.01%
+122
981
$8K ﹤0.01%
212
-1,030
982
$8K ﹤0.01%
218
+198
983
$8K ﹤0.01%
133
+91
984
$8K ﹤0.01%
+76
985
$8K ﹤0.01%
1,936
+1,734
986
$8K ﹤0.01%
100
+45
987
$8K ﹤0.01%
411
+369
988
$8K ﹤0.01%
+1,200
989
$8K ﹤0.01%
127
+68
990
$8K ﹤0.01%
1,411
-1,164
991
$8K ﹤0.01%
249
+139
992
$8K ﹤0.01%
487
+474
993
$8K ﹤0.01%
974
+857
994
$8K ﹤0.01%
334
-2,084
995
$8K ﹤0.01%
177
+96
996
$8K ﹤0.01%
+548
997
$8K ﹤0.01%
349
-5,249
998
$8K ﹤0.01%
360
+201
999
$8K ﹤0.01%
427
+368
1000
$8K ﹤0.01%
173
+162
38 39
40
41 42